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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $276,912 | $111,535+148.3% | $105,223+163.2% | $137,256+101.7% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 80.0%-13.3pp |
| Annual return | 20.21% | 237.85%-217.6pp | 180.65%-160.4pp | 220.34%-200.1pp |
| Employer contribution / active EE | $6,195 | $3,939+57.3% | $3,689+68.0% | $4,156+49.1% |
| Participant deferral / active EE | $12,654 | $5,500+130.1% | $5,072+149.5% | $6,407+97.5% |
| Admin fee / account holder | $9,244 | $9,721-4.9% | $8,859+4.4% | $12,270-24.7% |